Titelia

Holdings of CFM WEALTH PARTNERS LLC

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Net assets
-
Positions
137 in 3 countries
Top ten
49.0 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Dell Technologies Inc 2,946483.5K $
102Lockheed Martin Corp 771466K $
103Abbott Laboratories 4,538465.9K $
104iShares Core S&P 500 ETF 683446.1K $
105iShares Core S&P Small-Cap ETF 3,577444.7K $
106Prosperity Bancshares Inc 6,571441.4K $
107iShares Core S&P Mid-Cap ETF 6,496438.7K $
108ISHARES TRUST 8,285435.5K $
109PLAINS ALL AMERICAN PIPELINE LP 18,556414.4K $
110AT&T Inc 13,442389.7K $
111Palantir Technologies Inc 2,609381.6K $
112STARBUCKS CORP 4,184374.8K $
113Bank of America Corp 7,628371.9K $
114Salesforce Inc 1,892353.2K $
115Pulmonx Corp 264,039340.6K $
116Newmont Corp 2,900313.9K $
117Blackrock Inc 319306.8K $
118iShares ESG Aware MSCI EM ETF 6,653302.5K $
119Vanguard Total Bond Market ETF 4,103302.1K $
120Automatic Data Processing Inc 1,465297.7K $
121ISHARES TRUST 1,963289.6K $
122iShares Russell 2000 ETF 1,153285.9K $
123SHELL PLC 3,020280.9K $
124Pfizer Inc 9,862276.9K $
125Walt Disney Co/The 2,736263.7K $
126Ally Financial Inc 6,655261.1K $
127General Electric Co 911258.5K $
128WEC Energy Group Inc 2,197254.3K $
129ISHARES TRUST 4,850247.1K $
130Bristol-Myers Squibb Co 4,000242.6K $
131Hershey Co/The 1,148238.7K $
132CSX Corp 5,657232.2K $
133PROSHARES TRUST 2,152228.1K $
134Vanguard Total Stock Market ETF 686220K $
135Oracle Corp 1,394205.1K $
136iShares MSCI Global Min Vol Factor ETF 1,708204.1K $
137FTAI Infrastructure Inc 12,24160.5K $

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Sector breakdown

  • Technology 36.3 %
  • Communication 11.8 %
  • Consumer discretionary 8.5 %
  • Consumer staples 7.6 %
  • Financials 7.2 %
  • Energy 5.9 %
  • Funds 5.3 %
  • Health care 3.1 %
  • Industrials 1.5 %
  • Materials 1.0 %
  • Real estate 0.1 %
  • Unattributed 11.9 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 99.2 %
  • Taiwan 0.8 %
  • United Kingdom 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States135651.2M $99.16 %
2Taiwan15.3M $0.80 %
3United Kingdom1280.9K $0.04 %
Cite this page

Titelia. "Holdings of CFM WEALTH PARTNERS LLC". https://titelia.com/en/funds/US13F1801097